Risk, Enterprise Initiatives, and Compliance consultant for Global Funding

Tasked with second line of defense oversight of Enterprise Risk Management, liquidity, funding in the Treasury Corporate Finance Oversight Group/ Financial Risk Management team. • Lead on the Internal Liquidity Stress Test (ILST) and the Internal Liquidity Ratio (ILR).• Subject Matter Expert for Investment Securities and Monetization across WFC Consolidated, WFBNA, WFS, WFA.• Former Corporate Model Finance Officer (CFMO).• Oversight of Funding Desk credit spread models.• Interaction with regulators, internal audit, and Treasury/Liquidity Risk Management.• CCAR and MCST experience.• Independent presentations made frequently to wide audiences.• Creditable Challenges made to the first line of defense.• Product reviews and liquidity impact for the product oversight group.• Other expertise includes Internal Liquidity Ratio (ILR) and Resolution Recovery Plan (RRP).

Middle office portfolio vice president and advisor to the Valuation Committee.Other duties include; valuation of underlying securities/deals for the hedge funds and REIT, PnL, management reporting, financial modeling, investment accounting (GAAP/FASB), complex investment analysis, metrics, and project management using innovative technological solutions to streamline processes, vendor management & negotiation.

Within the Treasury Department I analyzed, reported, and oversaw multiple investment portfolios in the various business units. My duties start with investment trade inception through to reporting with the business units, management, and government entities.•Investment Accountant for over $25 billion in asset securities across multiple portfolios. •Treasury Analysis.•Investment Portfolio Analysis.•Statutory Accountant of investment securities to the state's Department of Insurance .•Contact to various investment managers and custodians.•Production and analysis of financial statements.•Reconciliation for investment transactions and accounts.

At Wells Fargo I started as a Team Lead overseeing Trust Operations Investment Securities Setup. Later I moved into an administrator role as the primary investment manager contact for Institutional Trust Investment Trading Portfolios/Accounts.These two roles (among many other hats I wore) shaped my understanding of trading accounts, investments, and relationship management.Duties included researching investments and derivatives, pricing, account management, clearing and setting trades, wire transfers, and researching income payments.

Internship where I focused on building a book of clients, analyzing financial data, and networking to sell estate planning products including life and health insurance.